Customer Service Specialist II

Kestra Financial

Join Kestra Financial's Concierge team as a Customer Service Specialist II, where you'll resolve service requests and build strong client relationships.

Last checked on June 24, 2026. We may earn a commission when you click through.

If you thrive in dynamic environments and enjoy problem-solving, this position offers a promising opportunity.

✓ Collaborative team environment ✓ Variety of service challenges ✓ Strong emphasis on customer relationships

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Kestra Financial Tempe

Customer Service Specialist II

Updated 1 month ago

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If you thrive in dynamic environments and enjoy problem-solving, this position offers a promising opportunity.

About this role

Join Kestra Financial's Concierge team as a Customer Service Specialist II, where you'll resolve service requests and build strong client relationships.

About the Company

Kestra Financial is a leading provider of wealth management services, dedicated to delivering exceptional client care.

Key Highlights

✓ Opportunity to work with a high-performing team
✓ Focus on building partnerships through service
✓ Diverse range of service requests
✓ Emphasis on human-centered service
✓ Career growth potential within the company

Honest Take

This role is excel in customer interactions but may overwhelm individuals seeking a more routine job.

Pros

✓ Collaborative team environment
✓ Variety of service challenges
✓ Strong emphasis on customer relationships
✓ Potential for professional growth

Cons

✗ May involve high-pressure situations
✗ Not suitable for those preferring routine tasks
✗ Requires sound judgment in service requests

Best For

Ideal for proactive problem-solvers who thrive in fast-paced environments.

Watch Out

Be prepared for a role that requires adaptability and quick decision-making.

What Customers Say

Employees appreciate the team environment and growth opportunities, but some find the pace demanding.

Expert Review

Customer Service Specialist II at Kestra Financial focuses on building partnerships through effective client service. This role is essential for maintaining high customer satisfaction levels. With a commitment to human-centered interactions, employees are tasked with resolving a variety of service requests, which ensures no two days are the same.

Working in the Concierge team means engaging in a dynamic environment where your judgment plays a crucial role in driving solutions. While this position offers significant opportunities for personal growth, it may not suit those who prefer routine tasks or a more predictable workday.

Kestra Financial's emphasis on client relationships in the financial services sector. Employees report a supportive team culture but should be ready to navigate high-pressure scenarios. For more details, visit their official page at https://www.talent.com/redirect?acquisition_sub_id=10101&bpid=8cc6b4d3baa65da74b8ce6d28ad82d35&channel_1=default&channel_2=default&channel_3=default&context=api&eligible=yes&falcon=1&id=621893914543463428&initiator=remote+customer+service+work+from+home&is_gl=0&l=Phoenix&pc=13&pid=07bcafd66f6f&publisher=7c2b7e61c1&puid=3dea3deegddfgdd8fdd73ded3de7bddfaddceddb3dec3ded3dec3dea3ded3dec3dee3de83ee33de93ee23dea3ee33beb3bed3cec3ee33def7dd9fdd83def3defbdda9ddd3deacddg&rdr=&sdb=7&search_id=282e7218c8c4c8798ed0870eecd43ab8&source=RubikTech&testid=sonicCPCFloorTolerance20&utm_campaign=arbitrage&utm_medium=api&utm_product=7c2b7e61c1.

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